SERVICES
Vail Ridge Capital, LLC specializes in providing a wide range of personalized wealth management services designed to help individuals and families achieve their financial goals and secure their future.
OUR PRIMARY SERVICES INCLUDE:
ESTATE PLANNING
We assist clients in developing comprehensive estate plans to ensure their assets are protected and distributed according to their wishes. Our services include education about Wills, and Trusts. The drafting of the State specific will and trusts are performed by Encore Estate Planning. Vail Ridge Capital ensures that the proper Titling of accounts takes place.
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Benefits:
Protects your legacy, minimizes estate taxes, and ensures a smooth transition of assets to heirs.
FINANCIAL PLANNING
We create concise, easy-to-understand financial plans that outline your financial goals, strategies, and action steps. This plan serves as a roadmap for making informed financial decisions and tracking progress towards your financial objectives.
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Benefits:
Simplifies complex financial information, provides clarity on financial goals, and offers a quick reference for financial decision-making.
RETIREMENT FUNDING AND DEFUNDING
We help clients plan for retirement by developing strategies for both accumulating funds and efficiently withdrawing them during retirement. Our services include setting up retirement accounts, managing investments, and creating withdrawal plans.
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Benefits:
Ensures a sustainable retirement income, optimizes tax efficiency, and helps manage the risk of outliving your assets.
INVESTMENT MANAGEMENT
The core-satellite investment model is a popular strategy that combines the stability of core investments with the growth potential of satellite investments, offering a balanced approach to portfolio management. This begins by understanding your risk. All clients receive there personal risk number through Nitrogen proprietary software.
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Benefits:
Diversification and stability through the core while allowing for potential outperformance through the satellites. Flexibility for investors to adjust the satellite holdings based on market opportunities or changing financial goals.
SOCIAL SECURITY OPTIMIZATION
We provide expert guidance on maximizing Social Security benefits. Our strategies include optimal timing for claiming benefits and understanding the impact of work, taxes, and spousal benefits.
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Benefits:
Increases lifetime benefits, provides a stable income stream, and enhances retirement security.
ADDITIONAL SERVICES
HOW VAIL RIDGE CAPITAL, LLC PROTECTS YOUR FAMILY
COMPREHENSIVE ESTATE PLANNING
We help you create a detailed estate plan that ensures your assets are distributed according to your wishes and in the most tax-efficient manner possible.
Services:
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Education for understanding wills and trusts.
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Setting up guardianships for minor children.
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Planning for estate taxes and probate avoidance.
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Establishing healthcare directives and durable powers of attorney.
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Benefits:
Protects your assets, reduces tax liabilities, and ensures that your family’s future is secure and your wishes are honored.
RETIREMENT PLANNING AND INCOME SECURITY
We help you build and manage a retirement plan that provides a sustainable income stream to support your family’s lifestyle.
Services:
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Creating personalized retirement savings plans.
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Developing strategies for tax-efficient withdrawals through Holistiplan tax planning software.
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Planning for healthcare costs in retirement.
Benefits:
Ensures you have sufficient funds to support your family throughout retirement and protects against the risk of outliving your assets.
Provides a tax-advantaged way to save for education, reducing future financial burdens on your family.
TAX PLANNING AND MINIMIZATION
We provide tax planning strategies to minimize your family’s tax burden and enhance overall financial health.
Services:
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Developing tax-efficient investment strategies.
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Advising on charitable giving and gifting strategies.
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Planning for income and estate taxes to maximize wealth retention.
Benefits:
Reduces the amount of taxes your family owes, allowing more of your wealth to benefit your loved ones.
FINANCIAL EDUCATION AND GUIDANCE
We empower your family with the knowledge and tools needed to make informed financial decisions.
Services:
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Providing financial education workshops and resources.
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Offering personalized financial coaching and advice.
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Educating family members on budgeting, investing, and financial planning.
Benefits:
Builds financial literacy and confidence, ensuring that your family can manage their finances effectively and responsibly.
ASSET PROTECTION STRATEGIES
We implement strategies to protect your family’s assets from creditors, lawsuits, and other risks.
Services:
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Setting up asset protection trusts.
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Advising on legal structures that shield assets from liability.
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Reviewing and updating asset protection measures regularly.
Benefits:
Safeguards your wealth from external threats, ensuring your family’s financial security.
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LEGACY AND PHILANTHROPY PLANNING
We help you create a legacy plan that reflects your values and provides for future generations.
Services:
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Establishing charitable trusts and foundations.
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Advising on legacy gifts and philanthropic strategies.
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Planning for the transfer of wealth to heirs in a tax-efficient manner.
Benefits:
Allows you to leave a meaningful impact, support charitable causes, and ensure your family benefits from your legacy.
CONTINUOUS MONITORING AND SUPPORT
We provide ongoing support and monitoring to adapt to your family’s evolving needs and financial circumstances.
Services:
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Regular financial reviews and updates to your plans.
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Proactive adjustments to strategies in response to changes in your family’s situation or the financial landscape.
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Access to dedicated financial advisors for personalized guidance.
Benefits:
Keeps your financial plans relevant and effective, providing peace of mind and security for your family.